How do I add and update customer groups?

To manage your customer groups:

  • Log in to the Onsight admin console at http://web.onsightapp.com/
  • Click on ‘Customers’ from the left-hand side menu
  • Click on the ‘Manage Groups’ menu item
  • To add a new customer group, click on the “Add New Customer Group” button at the top of the screen
  • To update an existing customer group, click on the name of the customer group, make your changes and then click the ‘Save’ button
  • To delete an existing customer group, tick the box that is to the left of the customer group you would like to delete and then click the ‘Delete’ button at the top of the list

Related articles:
What are customer groups?
How to set up per-customer pricing
How to set up per-customer discounts
How to set up per-customer product availability